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Tuesday, March 2, 2010

Just a little update on the Growth Portfolio that now has over a 20 month history. It's now up 125% over the last 12 months which is 69% more then the SP500. This leads to a 13.5% annualized return in excess of the SP500.

* All below returns are actually 0.75% higher on a annualized basis then the below numbers due to our tracking system at Marketocracy.com assuming a 2%+ annual fee versus the 1.25% for this portfolio.

RETURNS

Last Week

2.44%

Last Month

9.23%

Last 3 Months

8.56%

Last 6 Months

24.61%

Last 12 Months

124.50%

Last 2 Years

N/A

Last 3 Years

N/A

Last 5 Years

N/A

Since Inception

8.15%

(Annualized)

4.71%

S&P500 RETURNS

Last Week

0.75%

Last Month

4.15%

Last 3 Months

1.11%

Last 6 Months

13.28%

Last 12 Months

55.18%

Last 2 Years

N/A

Last 3 Years

N/A

Last 5 Years

N/A

Since Inception

-13.40%

(Annualized)

-8.11%

RETURNS VS S&P500

Last Week

1.70%

Last Month

5.08%

Last 3 Months

7.45%

Last 6 Months

11.34%

Last 12 Months

69.31%

Last 2 Years

N/A

Last 3 Years

N/A

Last 5 Years

N/A

Since Inception

21.55%

(Annualized)

12.82%

For 2010 YTD, the numbers are just as impressive. After today's gains, the YTD return will approach 6% while the SP500 is around 0.6%.